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With assets under administration in excess of £31 billion (as at 31 March 2011), Cofunds offers unrivalled power, service and convenience.
Through our alliance with Cofunds, you have access to the UK’s largest independent investment platforms. With platforms forming a crucial part of an adviser’s business model going forwards, you now have an easy way to create a diversified portfolio, tailored to your client’s individual objectives. By using an open architecture investment platform, your clients can also benefit from a wide selection of investment products and a more efficient service.
Our partnership with Cofunds allows you to offer a choice of over 300 funds within Legal & General’s Portfolio Bond, Portfolio Plus Self Invested Personal Pension and Portfolio Plus Pension. It gives you and your clients total control – helping you to consolidate existing funds, provide information and keep clients up to date on their investments with the minimum of administration and fuss.
Research and buy products – using our online tools and access to one of the UK’s largest fund selections.
Manage clients’ portfolios – using our transfer tracking, consolidated valuation and portfolio balancing tools.
Develop your business – working together, we can help save you time which you can then spend developing your business and helping your clients.
Meet the aims of RDR – using our platform to make comparisons and give your clients complete transparency in fund selection.
Duncan Crocker, Managing Director Intermediary Division, Legal & General in conversation with Brett Williams, previous CEO of Cofunds. They are talking about a range of topics including platforms.
In order to view product literature, as well as quote and write Legal & General business through Cofunds, you must be registered with both Cofunds and Legal & General.
If you would like to use Cofunds services you will need to register on their website.
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Discover our A to Z of funds, latest prices and fund literature; get news and views on market trends.
Meet the experts on our Investment Helpdesk. When you have questions, they’ll find the answers.
We’ll give you support in all aspects of portfolio planning, taxation, trusts and estate planning.
Clients can diversify their portfolio with a fixed term deposit or investment offering a defined return.